About this role
Job Summary:
The Portfolio Management Head is responsible for meeting the objectives of the Portfolio Management Department. These include outperformance of the relative benchmarks, management of portfolio management risks and regulatory requirements, providing support to the frontliners and providing supervision and adequate training to the portfolio management team.
Key Responsibilities:
Return on Investment Objectives
- Outperformance of discretionary accounts relative to set benchmarks.
- Monitors and reviews the performance of all discretionary portfolios.
Technical and Investment Support
- Helps improve product knowledge of Relationship Managers (RMs) / Trust Advisors (TAs) / Clients through
internal or external briefings. - Provides support to RMs / TAs by serving as a resource person for client meetings/briefings to discuss
investments, strategies or new service/product offerings. - Keeps the team abreast of market trends and provides guidance to the Portfolio Managers in making
recommendations to the Investment Committee
Management of Portfolio Risks and Regulatory Requirements
- Supervises all Portfolio Managers to ensure compliance of portfolios to regulations, operational processes and internal policies as approved by the Investment and/or Trust Committees.
- Supervises all Portfolio Managers to ensure compliance of portfolios to client-approved IPS and/or Investment Guidelines, strictly observing investment restrictions / limitations in order to achieve client’s investment objectives.
Leadership Skills
- Improves Overseas and manages the Portfolio Management Department
- Provides an environment of professional growth.
- Provides training to the PMD team members.
- Carries out duties / special projects that may be assigned by Management from time to time.
Qualifications:
- Bachelor's Degree holder
-
Minimum 5 years’ experience in investments across different asset classes, markets and currencies
- Management of portfolios in different asset classes, markets and currencies
BDO Unibank, Inc. provides equal opportunity to all qualified candidates. Hiring decisions are based on job requirements and candidate qualifications, and shall not be influenced by any consideration of race, color, religion, sex (including sexual orientation and gender identity), national or ethnic origin, or disability. Requisition ID: 25147
Other facts
About BDO Unibank
BDO is a full-service universal bank in the Philippines. It provides a complete array of industry-leading products and services including Lending (corporate and consumer), Deposit-taking, Foreign Exchange, Brokering, Trust and Investments, Credit Cards, Corporate Cash Management, and Remittances in the Philippines. Through its local subsidiaries, the Bank offers Leasing and Financing, Investment Banking, Private Banking, Rural Banking, Life Insurance, Insurance Brokerage, and Stock Brokerage services.
BDO's institutional strengths and value-added products and services hold the key to its successful business relationships with customers. Its branches remain at the forefront of setting high standards as a sales- and service-oriented, customer-focused force. BDO has one of the largest distribution networks, with more than 1,600 operating branches and over 4,500 ATMs nationwide.
Through selective acquisitions and organic growth, BDO has positioned itself for increased balance sheet strength and continuing expansion into new markets. As of 30 June 2022, BDO is the country's largest bank in terms of total resources, customer loans, deposits, and assets under management.
BDO is a publicly listed company (PLC), with its shares currently being traded at the Philippine Stock Exchange under the symbol “BDO”.
BDO Unibank is regulated by the Banko Sentral ng Pilipinas. https://www.bsp.gov.ph
For concerns, please visit any BDO branch near you or reach us through any of the channels listed in the Consumer Assistance page of our website: https://www.bdo.com.ph/consumer-assistance.
Deposits are insured by PDIC up to P1 Million per depositor.
The BDO, BDO Unibank and other BDO-related trademarks are owned by BDO Unibank, Inc. All Rights Reserved.
What you'll do
- The Portfolio Management Head is responsible for achieving the objectives of the Portfolio Management Department, including outperformance of benchmarks and management of portfolio risks. This role also involves providing support and training to the portfolio management team.
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